{"id":111665,"date":"2017-09-26T11:18:13","date_gmt":"2017-09-26T09:18:13","guid":{"rendered":"https:\/\/www.applus-erp.de\/wissen\/glossar\/shortlist\/"},"modified":"2025-12-03T10:21:31","modified_gmt":"2025-12-03T09:21:31","slug":"shortlist","status":"publish","type":"glossar","link":"https:\/\/www.applus-erp.de\/en\/knowledge\/glossary\/shortlist\/","title":{"rendered":"Shortlist"},"content":{"rendered":"\n

What is a shortlist? <\/h2>\n\n

A shortlist<\/strong> is a targeted selection of providers or solutions that have been filtered out of a more comprehensive longlist<\/a>. It serves as the basis for a detailed evaluation of the best options. Companies use the shortlist to prepare a final decision and focus on the best-performing solutions.<\/p>\n\n

Role of the shortlist in IT and ERP projects<\/h3>\n\n

In the B2B environment, creating a shortlist is an essential step in the selection of ERP systems<\/a><\/strong>software solutions<\/strong> or IT service providers<\/strong>. While the longlist serves to gain a broad overview of the market, only the most promising candidates are considered in the shortlist.<\/p>\n\n

The shortlist enables companies to focus on solutions that have a high level of compliance with the defined requirements. Not only functional aspects are considered, but also factors such as economic viability, implementation costs and long-term strategic benefits. <\/p>\n\n

Advantages of a shortlist<\/h3>\n\n
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  • Better decision-making<\/strong>: Detailed evaluation minimizes the risk of wrong decisions.<\/li>\n\n\n\n
  • Increased efficiency<\/strong>: Concentrating on a small number of highly relevant providers speeds up the evaluation process.<\/li>\n\n\n\n
  • Detailed examination<\/strong>: Companies can carry out in-depth analyses, tests and reference discussions.<\/li>\n\n\n\n
  • Improved negotiating position<\/strong>: A reduced list of suppliers facilitates targeted contract negotiations.<\/li>\n<\/ul>\n\n

    Steps for creating a shortlist for ERP systems<\/h3>\n\n
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    1. Detailed analysis of the longlist candidates<\/strong>: The providers are shortlisted on the basis of a precise evaluation.<\/li>\n\n\n\n
    2. In-depth discussions with providers<\/strong>: Initial discussions, product demos and evaluation workshops provide information on practical suitability.<\/li>\n\n\n\n
    3. Consideration of the cost structure<\/strong>: In addition to acquisition costs, implementation, maintenance and support costs are also evaluated.<\/li>\n\n\n\n
    4. Obtain experiences from other companies<\/strong>: Customer references and independent reviews play an important role.<\/li>\n\n\n\n
    5. Finalization of the shortlist<\/strong>: The most suitable providers are included in the final selection before a final decision is made.<\/li>\n<\/ol>\n\n

      Template for an ERP shortlist<\/h3>\n\n

      ERP shortlist blank template<\/strong><\/p>\n\n

      Criterion<\/strong><\/td>Description<\/strong><\/td>Rating (1-5)<\/strong><\/td><\/tr>
      Company data<\/strong><\/td>Provider name, website, contact person<\/td><\/td><\/tr>
      Industry focus<\/strong><\/td>Is the ERP system optimized for your industry?<\/td><\/td><\/tr>
      Range of functions<\/strong><\/td>Does the system meet your core requirements?<\/td><\/td><\/tr>
      Scalability<\/strong><\/td>Can the software grow with your company?<\/td><\/td><\/tr>
      Integration capability<\/strong><\/td>Compatibility with existing systems?<\/td><\/td><\/tr>
      User friendliness<\/strong><\/td>Is the system intuitive to use?<\/td><\/td><\/tr>
      Cost structure<\/strong><\/td>Acquisition costs, license model, running costs<\/td><\/td><\/tr>
      Support & Maintenance<\/strong><\/td>Availability of support and services<\/td><\/td><\/tr>
      References & Reviews<\/strong><\/td>Experiences of other companies<\/td><\/td><\/tr>
      Legal & safety aspects<\/strong><\/td>GDPR compliance, security standards<\/td><\/td><\/tr><\/tbody><\/table><\/figure>\n\n

      Conclusion<\/h3>\n\n

      The shortlist<\/strong> is an indispensable tool for informed decision-making in IT and ERP projects. It enables companies to use a structured approach to filter out the best providers and focus on the most relevant solutions. <\/p>\n\n

      A systematic approach to creating the shortlist ensures a transparent basis for decision-making and reduces potential risks. Companies benefit from better comparison options, more efficient selection processes and greater certainty in the final decision. This targeted approach ensures that the implemented solution fits in perfectly with the corporate strategy and offers added value in the long term. <\/p>\n\t\t

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